LCGC
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Legacy Capital Group California’s XPO XPO Stock Holding History

Legacy Capital Group California’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,125
Closed -$1.07M – 358
2024
Q2 		$1.07M Sell
10,125
-443
-4% -$49.7K 0.39% 62
2024
Q1 		$1.29M Sell
10,568
-277
-3% -$29.7K 0.48% 48
2023
Q4 		$950K Sell
10,845
-2,921
-21% -$238K 0.37% 68
2023
Q3 		$1.03M Buy
+13,766
New +$950K 0.44% 51

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Legacy Capital Group California's XPO Position: Q3 2024 in Review

Legacy Capital Group California sold out of XPO (XPO) in Q3 2024, closing a stake of 10,125 shares — an estimated $1.07M sold.

Legacy Capital Group California first reported a position in XPO in Q3 2023 and held it in 4 quarters. The position peaked at $1.29M in Q1 2024. 530 funds tracked by Wall St. Rank hold XPO as of Q3 2024.

  • Legacy Capital Group California reported no remaining XPO position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 10,125 XPO shares in Q3 2024, an estimated $1.07M.
  • Legacy Capital Group California first reported a position in XPO in Q3 2023 and held it in 4 quarters.
  • Legacy Capital Group California's XPO position peaked at $1.29M in Q1 2024.
  • 530 funds tracked by Wall St. Rank held XPO as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.